Why Choose Pension Plan Services?

Our mission is to provide exceptional retirement and tax-sheltered services, tailored to meet the specific needs of corporations and individuals. It extends beyond simply fulfilling compliance requirements to helping plan sponsors and participants achieve their retirement goals.

For over 40 years Pension Plan Services has provided Administrative, Actuarial, and Retirement Plan Consulting. We pride ourselves in delivering individualized customer service to our Financial Advisors, small business owners, and Plan Sponsors across the country. With over 600 clients employing thousands of employees, Pension Plan Services is committed to provide our clients the benefit of a personal, one-on-one, Third Party Administration with years of retirement expertise.

Why Choose Pension Plan Services

Meet our team

Our greatest asset is our team of experienced professionals. Our clients are served by consultants who not only have a strong professional drive but who also understand the need for personal service. They are committed to providing our clients with exceptional service.

Officers – Leadership

Patty Dickerson

MSA, QKA | President
17 years experience

Gary Holvick

CLU | Vice President
44 years experience

Debbie Kowalczyk

43 years experience

Joe Amaya QKA, C(k)P

Principal Partner
16 years experience

Plan Consultants

Cheryl Stough

QKA | Sr. Pension Consultant
21 years experience

Karen Castaldi

Sr. Pension Consultant
23 years experience

Tom Chambers

Sr. Pension Consultant
15 years experience

Tony Kranz QKC, QKA

Pension Consultant
6 years experience

Lauren Gibson

Participant Distributions & Loans
5 years experience